WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 146 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $454 | -99.8% | 10,944 | +90.8% | 0.01% | +75.0% |
| Q4 2022 | $245,000 | -99.9% | 5,735 | -12.0% | 0.00% | -20.0% |
| Q3 2022 | $275,000,000 | +99537.7% | 6,520 | +5.5% | 0.01% | 0.0% |
| Q2 2022 | $276,000 | +22.1% | 6,178 | +30.5% | 0.01% | +25.0% |
| Q1 2022 | $226,000 | -99.9% | 4,733 | +9.3% | 0.00% | 0.0% |
| Q4 2021 | $224,000,000 | +85071.1% | 4,330 | -11.3% | 0.00% | -55.6% |
| Q3 2020 | $263,000 | +1.5% | 4,883 | +1.4% | 0.01% | -10.0% |
| Q2 2020 | $259,000 | +13.6% | 4,816 | +9.3% | 0.01% | -47.4% |
| Q1 2020 | $228,000 | -14.6% | 4,408 | -13.8% | 0.02% | +72.7% |
| Q4 2019 | $267,000 | +1.1% | 5,112 | +1.2% | 0.01% | -8.3% |
| Q3 2019 | $264,000 | – | 5,053 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 862,713 | $35,811,206 | 17.65% |
| Prestige Wealth Management Group LLC | 568,269 | $23,588,849 | 5.82% |
| KLR INVESTMENT ADVISORS, LLC | 112,849 | $4,930,380 | 4.48% |
| INVENIO WEALTH PARTNERS LLC | 67,602 | $2,806,159 | 2.55% |
| Symphony Financial, Ltd. Co. | 196,280 | $8,098,503 | 1.98% |
| Trilogy Capital Inc. | 604,662 | $25,099,530 | 1.70% |
| Oxinas Partners Wealth Management LLC | 47,620 | $1,976,698 | 1.47% |
| Truadvice, LLC | 83,896 | $3,493,429 | 1.37% |
| 3D/L Capital Management, LLC | 98,592 | $4,092,558 | 1.33% |
| My Legacy Advisors, LLC | 72,432 | $2,945,802 | 1.20% |